Who owns LITMAN GREGORY FDS TR POLEN?
- Ticker: PCIG
- CUSIP Number: 53700t736
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Analyze quarterly positions in Litman Gregory Fds Tr Polen with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Litman Gregory Fds Tr Polen stock
Who bought or sold LITMAN GREGORY FDS TR POLEN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.8M | $18M | -2% | Sep 2024 |
|
| Envestnet Asset Management | 110k | $1.1M | -6% | Sep 2024 |
|
| Orion Portfolio Solutions | 55k | $549k | 100% | Sep 2024 |
|
| Jane Street | 23k | $225k | 24% | Sep 2024 |
|
| Etesian Wealth Advisors | 17k | $166k | 100% | Sep 2024 |
|
| Advisor Group Holdings | 9.1k | $90k | 6775% | Sep 2024 |
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| ORG Partners | 8.7k | $87k | 2% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 502.00 | $5.0k | 100% | Sep 2024 |
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